Summary
Overview
Work History
Education
Skills
References
Credentialsandlicenses
Timeline
Generic

Bertha B. Colorado

Devine,TX

Summary

Results-oriented professional with proven communication, interpersonal, and persuasion skills. Aiming to leverage my abilities to successfully fill the Insurance Sales role at your company. Frequently praised as diligent by my peers, I can be relied upon to help your company achieve its goals.

Overview

11
11
years of professional experience

Work History

Team Lead

James Avery
Pleasanton, TX
05.2024 - 12.2024
  • Coordinated team resources to achieve project goals.
  • Held regular one-on-one coaching sessions with staff members to encourage personal development.
  • Identified opportunities for process improvements, implementing changes when required.

Team Lead

Wal Mart
Devine, TX
08.2022 - 05.2024
  • Coordinated team resources to achieve project goals.
  • Held regular one-on-one coaching sessions with staff members to encourage personal development.
  • Identified opportunities for process improvements, implementing changes when required.

Jailer

Frio County Detention Center
Pearsall, TX
04.2019 - 05.2022
  • Supervised inmate activities such as meals, recreation time, showers.
  • Organized educational classes and programs designed to help rehabilitate prisoners.
  • Provided basic medical care and monitored health of inmates as necessary.

Producer

FARMERS INSURANCE - DEBBIE T. GONZALES AGENT
Pearsall, USA
11.2017 - 04.2019
  • Interview clients and take their calls to provide customer service and obtain information on claims
  • Process and record new insurance policies and claims
  • Correspond with insured or agent to obtain information or inform them account status or changes
  • Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled
  • Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies
  • Collect initial premiums and issue receipts
  • Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance
  • Notify insurance agent and accounting department of policy cancellation
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
  • Customize insurance programs to suit individual customers, often covering a variety of risks
  • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
  • Calculate premiums and establish payment method
  • Perform administrative tasks, such as maintaining records and handling policy renewals
  • Use social media as a marketing tool to increase production of new clients and retain prospective clients

Sales Agent

FARMERS INSURANCE - HECTOR CHAPA AGENT
Cotulla, USA
03.2014 - 11.2016
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
  • Customize insurance programs to suit individual customers, often covering a variety of risks
  • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
  • Develop marketing strategies to compete with other individuals or companies who sell insurance
  • Plan and oversee incorporation of insurance program into bookkeeping system of company
  • Commercial Accounts and Life Insurance Specialist

Marketing Director

AMISTAD HOME HEALTH
Laredo, USA
03.2014 - 11.2016
  • Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific products and services
  • Emphasize product features based on analyses of customers' needs and on technical knowledge of product capabilities and limitations
  • Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences
  • Prepare sales presentations or proposals to explain product specifications or applications
  • Attend sales and trade meetings, and read related publications in order to obtain information about market conditions, business trends, and industry developments
  • Visit establishments to evaluate needs or to promote product or service sales
  • Initiate sales campaigns and follow marketing plan guidelines in order to meet sales and production expectations

Education

High School Diploma -

ZAPATA HIGH SCHOOL
Zapata, TX
05.1982

Skills

  • Spanish speaking
  • Spanish writing
  • Closing Sales
  • Employee engagement
  • Work assignment delegation
  • Performance monitoring
  • Employee evaluation
  • Coaching and mentoring
  • Workplace safety

References

  • Cynthia Cardenas, Insurance Agent, Farmers Agent, (956) 724-8200, Former Coworker
  • Rebecca Munoz, Teacher, School Teacher, (956) 750-1288, Friend/Colleague
  • Sonia Garcia, Insurance Agent, Farmers Insurance, (956) 337-6990, Former Colleague

Credentialsandlicenses

  • General Lines Insurance License
  • Property and Casualty Insurance License
  • Texas Life and Health Insurance License
  • Notary Public

Timeline

Team Lead

James Avery
05.2024 - 12.2024

Team Lead

Wal Mart
08.2022 - 05.2024

Jailer

Frio County Detention Center
04.2019 - 05.2022

Producer

FARMERS INSURANCE - DEBBIE T. GONZALES AGENT
11.2017 - 04.2019

Sales Agent

FARMERS INSURANCE - HECTOR CHAPA AGENT
03.2014 - 11.2016

Marketing Director

AMISTAD HOME HEALTH
03.2014 - 11.2016

High School Diploma -

ZAPATA HIGH SCHOOL

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